January 8, 2020

Easy-to-Use Social Media Proposal Template to Win More Clients

Downloadable Social Media Proposal Template

Would you like to create a social media proposal to win new clients? Are you looking for a social media proposal template to get your creative juices flowing?

With so many social media activities to offer your potential clients, it’s hard to know where to start and how to communicate the value.

Here’s the bottom line: Your proposal needs to identify the key social media activities that will deliver business results.

Start by understanding what drives business for your client. And communicate to them how social media can help them move the needle on those things that grow their business. That’s the key to creating a successful social media marketing proposal.

Here’s a Social Media Proposal Template With the Key Ingredients for Success

Below is a checklist of items you’ll want to include in your social media proposal.

  • Download a Free Social Media Proposal Template

    Get the free social media proposal template

    We’ve created this free downloadable social media proposal template for agencies, consultants, and marketing managers.

    In the social media proposal template you download, you’ll find example text for the following sections in the sample proposal.

    Download the template today!

    Download social media proposal template

DoWhy Us?

First and foremost, your client must be confident in your experience and expertise before they’ll turn over the management of the social media activities and results to you. Here are some questions to answer:

  • What is your experience with different social networks, and in managing the engagement on those networks?
  • What type of content have you created and/or curated for posting on social networks, and what have been some results?
  • What other broader marketing experience can you bring that ensures that social media activities complement other marketing initiatives?

DoMarketing & Social Media Goals

  • A social media marketing proposal should reiterate marketing and business goals previously discussed. Social activities should be aligned with major social media goals, such as Fan Growth, Engagement, and/or Sales. Each company will be different and the proposal may need to focus on just one or two social media goals, or all of the major ones.

Align business goals to social media activities

DoTeam Roles and Workflow

  • You should be very clear about who will do what, and the process that will be taken to manage social media activities. That way, there is no confusion about responsibilities, especially if they are split between your team members and your client. Defining clear social media team roles is not only required for a successful social media proposal but useful as a standalone exercise for any marketing and business team. A written social media team workflow will help to make sure that your activities are efficient, high quality, and get the results you want. 

Social media team structure

Sample social media team workflow


  • The core social media management activities outlined in your proposal should include:
    • Monitoring social profiles, influencers, VIPs and engaging fans where appropriate
    • Creating and curating content for posting on social networks. Curating content should include monitoring appropriate blogs and RSS feeds for articles to share.
    • Creating and managing social campaigns to achieve social goals such as boosting engagement or increasing fan base or sales
    • Analyzing, improving and reporting social metrics to make sure your activities are paying off as well as to provide insight to your client or company about your results.Make sure to include eye-catching sample charts in your proposal.
  • Other activities can include management of visual assets, organization and use of popular hashtags, and collaborating with team members and SMEs (subject matter experts) on social engagement cases to determine appropriate responses.


  • Discover whether approvals are needed for publishing posts, responses or other social activities such as campaigns, and incorporate those approvals into your workflow. Your social media management tools can help you to manage approval workflows. For example, if your client or management would like to approve only sales promotional posts before posting, you can have scheduled times to download and send scheduled posts for client review.

DoCheckPoints, Analytics and Reporting

  • Specify how you’ll keep your company up to date, with period checkpoint meetings, reviews, and by sending reports. Frequently, reports contain a results section with charts and explanation, as well as an activities section for summarizing your activities.
    But also be sure to let them know that you’ll be regularly reviewing metrics and making adjustments to posts, engagement, and campaigns to improve results.

Social media dashboard report

DoSummary and Fees

  • Finally, be sure to remind your clients or company management about your qualifications and how you will focus on getting results from social media activities, not just doing and endless amount of tweeting and posting without knowing what’s working.
  • Fees or budget will depend on your cost / pricing structure and factors such as hourly rates, costs of management tools etc. Many agencies bill clients on a fixed monthly basis, with adjustments for special campaigns or projects. Working efficiently, saving time wherever possible using tools, and focusing on activities which can yield results will make your engagement profitable and enjoyable.

Download the Free Social Media Proposal Template

This downloadable social media proposal template provides an easy-to-use outline for your proposal. It also contains some sample language that will give you an idea of how to propose activities and results that show the added value of your agency.

We’ve used sample screen-shots to illustrate points, including some from the Rignite social media marketing platform. You can sign up for a free trial of a Rignite partner tool here to try these features out for yourself.

Download the template today! It’s packed with lots of useful (and reusable) content including screen shots you can include as samples of your work activities that you’ll be performing for clients.

Download social media proposal template


  • This field is for validation purposes and should be left unchanged.
About the Author
Sam Social

Sam loves helping our users get the most out of Rignite and their social media. She blogs about ways to use Rignite to maximize your results from social media.

  • saracsit

    Thank you. This is exactly what I was looking for.

  • https://about.me/dizitalmuse Dizitalmuse

    Information in time sir Thank You

  • http://www.thef5info.com thef5info

    Very informative article. http://www.thef5info.com